Is the NEOS Russell 2000 High Income ETF (IWMI) the most underrated income ETF on the market right now? In this video, we're diving deep into this hidden gem to see how it fits into a passive income portfolio. While many investors know about SPYI and QQQI, IWMI offers a unique approach by targeting small-cap exposure through the Russell 2000 index, combined with an actively managed options strategy designed for high, tax-efficient monthly income. In this video, we cover:
What is IWMI? A breakdown of the NEOS Russell 2000 High Income ETF structure. How it Works: Understanding the covered call and options strategy used to generate high yield. Tax Efficiency: Why this ETF might be better for your tax bill compared to standard dividend stocks. Small Cap Exposure: How to diversify your portfolio beyond the S&P 500 and Nasdaq. The Risks: What you need to know before adding this to your dividend portfolio.
If you are looking for monthly paying ETFs to boost your cash flow, this review will help you decide if IWMI belongs in your strategy. Let's learn and grow together! 👇 SUBSCRIBE for more free ETF content & Passive Income ideas! Subscribe to Spencer Invests!
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Chapters: 00:00 NEOS ETFs 0:27 MLPI - The Energy MLP ETF! Combining Dividends and Income! 4:58 MLPI ETF Review - Top 10 Holdings 8:39 MLPI Holdings Compared! Buy or Sell? Thanks for Watching!
Disclaimer: The content provided on Spencer Invests is for educational and informational purposes only. I am not a licensed financial advisor, and nothing shared on this channel should be considered financial, investment, or legal advice. Always do your own research and consult with a certified financial professional before making any investment decisions. All investments involve risk, and past performance is not indicative of future results.
This new Neos ETF could be a game-changer for dividend investing! 📈💰 It offers high yield dividends without the dreaded NAV erosion, making it a compelling option for passive income strategies. Discover how this innovative fund fits into your etf investing approach and why neos etfs are getting so much attention. Not financial advice! 🚨
